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When should I contact Support vs. my Account Manager?
When should I contact Support vs. my Account Manager?
Updated over 3 weeks ago

Here at Lawmatics, we are ready and eager to help you succeed. Use this information as a guide for when to lean on your Account Manager and when to contact our Support Team. Happy automating!

When to contact your Account Manager

Strategy and Goal Setting

  • Helping you achieve your goals.

Best Practices and Recommendations

  • Tailored to your needs, goals, and based on our knowledge and expertise.

Your Contract and Renewal Info

  • Your current subscription term information, and payment terms.

Customized Training for Your Team

  • Live training session(s) to ensure a smooth rollout.

Feature Add-Ons & Professional Services

  • Skyrocket success with an add-on feature, account upgrade, or Professional Services package.

Not sure where to go or what to do?

  • Your Account Manager is ready to assist and point you in the right direction!

When to contact Support

Product Feature Questions

  • What does this button do?

Basic Guidance on Features

  • How do I create a report?

  • Why didn’t this automation trigger as expected?

  • Why did this email send?

Ideas for Product Functionality

  • Here’s a feature enhancement for you to consider!

Documentation Questions and Requests

  • Is there a Knowledge Base article for this feature? I’d like to learn more about it.

Native Integration Sync Questions

  • Do you integrate with XYZ?

  • Why didn’t my matter sync to case management?

API Troubleshooting

  • Can you help me understand why this API call is failing?

Tips for Submitting Support Tickets

Our goal is to provide you with a response and a resolution as quickly and thoroughly as possible. Help us do so by including these aspects in your Support Ticket email:

  • Exact contact or matter names that are affected

  • URLs for specific configurations (automations, forms, documents, etc.)

  • Screenshots or videos of the feature/situation

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